Private Client Tax Senior

Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first‑class team and, to do so, we know that we need a diverse mix of talented people doing their best work.

When you join our Tax team in Cardiff, you’ll have the chance to manage complex personal tax portfolios, mentor junior talent and get involved in a variety of advisory matters.

• People first – our work‑life balance is backed by agile working, generous leave and a focus on what matters to you.
• Work with inspiring clients – you’ll handle a broad portfolio of personal tax clients, including non‑doms and non‑residents, across many industries.
• Collaborate across borders – you’ll be part of HLB International, working with colleagues worldwide to deliver global tax solutions.
• Innovate with purpose – we continually look for better ways to work, leveraging technology to simplify complexity and deliver value.
• Empathy at our core – we build trusted relationships that last with both clients and colleagues.

As a Personal Tax Manager you’ll manage a diverse portfolio of personal tax clients, taking the lead on complex returns, reviewing junior‑prepared work, and providing both compliance and advisory support. You’ll also train and mentor junior team members and broaden your expertise into corporation tax and specialist areas such as CGT, IHT, trusts and estates.

• Preparing complex personal tax returns and reviewing simpler returns prepared by junior staff.
• Managing a portfolio of personal tax clients, ensuring deadlines are met and delivering outstanding client service.
• Assisting junior team members with training and technical queries.
• Identifying advisory opportunities and referring them to the specialist advisory team.
• Supporting corporation tax compliance as required.
• Contributing to a wide range of ad‑hoc advisory work, including residency and domicile issues, property‑related tax matters, and trust & estate planning.

You’re a seasoned tax professional, ATT and CTA qualified, with strong technical knowledge and proven experience managing large compliance portfolios. You have excellent communication skills, experience with both personal and corporate tax compliance, and ideally you’ve worked with non‑dom and non‑resident clients. You thrive in a collaborative environment and are motivated by delivering exceptional client service.

• Career development – learning opportunities and career coaching to help you grow.
• Competitive benefits – private medical cover, pension matching and enhanced parental leave.
• Flexibility that works for you – agile working is embedded in our culture.
• Perks that go beyond – volunteering days, wellbeing initiatives and more – we care about your whole self.

Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. With over 700 colleagues across the UK, we specialise in audit, tax and advisory services for businesses, charities and individuals, helping them achieve their financial goals.

Mid‑Senior level

Full‑time

Other, Information Technology, and Management

Accounting